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Financial Advisor
Job Summary
Advertiser
Salary / Rate
Posted
Cavendish Maine
£80,000
19th March 2026
Location
Start Date
West Midlands
Type
Job Sector
permanent
Accountancy
This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to service an existing client bank in the West Midlands Role and Responsibilities Provide regulated financial advice across investments, pensions, protection, and tax planning. Conduct thorough reviews of clients financial circumstances, needs, and objectives. Research and recommend suitable products and solutions, from the centralised investment proposition. Prepare and present clear, personalised financial plans and suitability reports. Contribute to business growth by identifying new opportunities, developing existing client relationships, and supporting marketing initiatives. This is an employed role with an established client blank and Paraplanning and admin support provided. The company operate a flexible hybrid working policy, so you can split your time between home, office and client visits. The Individual…
